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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $535,421 | $126,661+322.7% | $113,397+372.2% | $138,895+285.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 8.85% | 25.05%-16.2pp | 23.20%-14.3pp | 145.39%-136.5pp |
| Employer contribution / active EE | $8,550 | $3,456+147.4% | $2,977+187.2% | $4,194+103.8% |
| Participant deferral / active EE | $8,550 | $5,693+50.2% | $5,076+68.4% | $6,396+33.7% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |